Roland P.
Gagne,
MSFS, ChFC®, CFP®, AIF®
Client Service Director
DESIGNATIONS: MSFS, ChFC®, CFP®, AIF®
LICENSES: Series 24, Series 51, Series 7, Series 63
MEMBERSHIPS: SFSP , FPA , MEPC , MDRT-Top of The Table
“Our focus is on our client's personal goals. It's rewarding to go through this process with them because it gives clarity and purpose to the work we all do every day.”
After a career in banking, Roland Gagne realized his passion was in guiding others along their best financial planning path; leading to fulfillment in all aspects of life. He founded Pension Professionals to be a different kind of financial services company – one that focuses on the value of a life coach in creating each client's own financial vision, including goals and action steps.
This approach to professional life inspired Roland to explore further opportunities in assisting others. Through his involvement in the Biddeford-Saco Rotary Club, he volunteered as a board member of the Rotary Club of Biddeford Saco which developed grants, one of which supported female entrepreneurs in Kenya, Africa, helping them earn money to raise their families. He also contributed to establishing a technical school – most of its students have never used a computer and many are orphans of the HIV/AIDS epidemic. His experiences in Africa have allowed Roland “to recognize the reward in being sensitive and aware of others' needs.”
After graduating from Biddeford High School, Roland earned his Associate's degree in Business Management from the University of Southern Maine, a Bachelor's in Business Administration from Thomas Edison State College and a Master's of Financial Services from the American College. In addition, Roland is also a Chartered Financial Consultant, a Certified Financial Planner™ certificant and an Accredited Investment Fiduciary. He resides in Standish with his wife of more than 20 years and their children.